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Strategy CEO Phong Le told Bloomberg Crypto on Feb 2 local time that the firm's bitcoin decisions are driven by cost of capital rather than spot price, explaining why it trimmed BTC in the $60,000 range and re-accumulated in the $80,000 range as balance sheet and funding conditions shifted. That reframes the largest corporate holder as a funding-conditions buyer rather than a price-insensitive bid, meaning MSTR's ability to issue equity, converts and preferred at acceptable cost now sets the marginal demand for BTC. Watch mNAV, preferred dividend coverage and the cadence of 8-K purchase disclosures: renewed selling into weakness would confirm that treasury flows amplify rather than dampen BTC drawdowns.
As a Crypto signal, watch whether it changes price action, volatility, or flows around MSTR, BTC.
Original Source: 블록미디어
This page is market information analysis, not investment advice.
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